4.9
(54 ratings)
8 Days
·Cohort-based Course
💵 Learn the step-by-step approach to weekly cash flow modeling, helping healthy companies grow and getting troubled companies back on track
Partial List of Current & Former Clients
Course overview
It’s vital to understand the finances of your business, the causes of cash bleeding, and remedies for improving working capital.
In this program -- the highest-rated corporate finance course on Maven -- attendees will discover the various causes of cash flow constraints and how to address them, learn the step-by-step process for building a direct approach 13-week cash flow forecast model, and integrate it with a longer-term financial forecast.
This program is geared toward professionals in corporate finance, private equity (PE), financial planning & analysis (FP&A), turnaround and restructuring, and distressed investing.
▫️ They didn't teach this in your MBA.
▫️ They don't teach this at your company.
▫️ They aren't teaching it in public training.
Don't wait for cash flow challenges to arise. The time to learn how to manage them is now.
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Seidman Financial is a division of Seidman Global LLC.
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📆 JULY 2024 COHORT:
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2 Sessions, 4.5 hours each
July 22 | 9 am - 1:30 pm CDT
July 29 | 9 am - 1:30 pm CDT
TBD: Optional Office Hours
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Total Live Commitment: 9.0 hours
Total CPE: 9.0 credits
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01
Finance and accounting professionals with a responsibility for cash flow forecasting, liquidity management, and working capital.
02
Finance and strategy professionals working in management consulting, turnaround, restructuring, bankruptcy, M&A, and corporate development.
03
CFOs, Directors of Finance, Controllers, business owners, AR/AP analysts and clerks, FP&A analysts.
04
Investment professionals working in private equity (PE), venture capital (VC), hedge funds, lender workout groups, and family offices.
2 interactive live sessions
Lifetime access to course materials
35 in-depth lessons
Direct access to instructor
2 projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Cash Flow Forecasting and Modeling - Level 1
Week 1
Jul 22—Jul 28
Events
Mon, Jul 22, 2:00 PM - 6:30 PM UTC
Modules
Free preview
Week 2
Jul 29
Events
Mon, Jul 29, 2:00 PM - 6:30 PM UTC
Modules
Post-Course
Modules
Bonus
Modules
4.9
(54 ratings)
Principal, Seidman Financial
Carl serves as a Fractional CFO, FP&A advisor, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.
He is a Microsoft MVP and one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:
ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, Healthpeak, Heartland Financial, Hewlett Packard Enterprise, Hostess, IGT, KPMG, Marsh & McLennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies (RTX), UBT, Verizon, Walmart, and Workday.
Carl is masterful at making the complex amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is rich and relatable, used in financial leadership development programs (FLDPs) at Fortune 500 companies, and is utilized or licensed by 7 of the top global financial training companies.
Carl serves as an Adjunct Professor in data analytics at the Jones School of Business at Rice University. He is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting.
He's been where you want to be and does the work you want to do.
Contact: info@seidmanfinancial.com
9:00am - 1:30pm CST
9:00am - 1:30pm CST
Date and time as agreed upon
Prashanth Setty
Ahmad Zeidan
Kristian Wosik
Henry Spanier
Mark Kennedy
Amy Zarosinski
Submit your contact info and Carl will be in touch.
Cohort 7
$1,200
Dates
Payment Deadline
Diego Campos
Rob Hogue
Laura Chaves
Robert Haas
Marie McLean
Blake Dittman
Cyndi Funes
Jake Vosen
Attendee
Attendee
Attendee
Attendee
Nothing's more vital than knowing where cash is coming from & where it's going.
Properly managed cash flows ensure healthy liquidity, enabling strategic decisions and investments. Don't let cash shortages disrupt your business whether it's on a trajectory of expansion or stagnant and investing for future growth.
Learn the step-by-step approach to 13-week cash flow modeling, helping healthy companies build and getting troubled companies back on track.
Interested in Carl Seidman's top-rated live cohorts?
Learn more: go.seidmanfinancial.com/cohorts
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Ahmad Mohamad Zeidan
Jessica Owens Reid
Jerry Raphael
David Bavagnoli
Kevin Pitts
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Enroll in the on-demand, self-paced course of Cash Flow Forecasting and Modeling
Cohort 7
$1,200
Dates
Payment Deadline
Submit your information and we'll be in touch.